Plan Ledger DOL Form 5500 · updated monthly

Roaring Spring Blank Book Company401(k)

THE 401K RETIREMENT PLAN FOR PERMANENT NON - BARGAINING UNIT EMPLOYEES OF THE ROARING SPRING BLANK BOOK COMPANY · ROARING SPRING, PA · plan year 2023

Reported admin expense ratio · 2023
0.42%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Roaring Spring Blank Book Company reported $39,099 in plan administrative expenses for 2023: 0.42% of average plan assets, below the peer median. Employer contributions averaged $1,846 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.45% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,333rd of 3,651), and 8,983rd of 13,661 in manufacturing. In 2023, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,575,741
Participants with balances97
Active participants59
Employer contributions$108,891
Employee contributions$235,314
Employer contribution per active participant$1,846
Average account balance$98,719
Benefits paid to participants$1,693,319
Plan auditUnmodified (clean) audit opinion
AuditorPETERSON ACCOUNTING GROUP PC
Plan history2
Yearassets · accounts · employer contribution
2023$9.6M · 97 accts · $109K emplr
2022$9.2M · 125 accts · $114K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,073
Total administrative$39,099
The Roaring Spring Blank Book Company 401(k) match · 2023
Employer contribution per active participant$1,846
Median for plans this size$1,308
2023$1,846 per active participant
2022$1,708 per active participant

Roaring Spring Blank Book Company's 2023 employer contribution ran above the $1,308 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$35,026
CAMBRIDGE INVESTMENT RESEARCH · Consultingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$39,099 · 0.42%
2022$45,522 · 0.45%
Same employer
Similar plansManufacturing · Pennsylvania
Rebco, Inc. PA$9.6M · 0.60%
Premier Pan Company PA$9.6M · 0.05%
Zober Industries, Inc. PA$9.6M · 0.71%
McClarin Plastics, LLC PA$9.5M · 0.82%
Phb Die Casting Inc. PA$9.5M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231023880 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.